Fidelis Capital Partners, LLC Incresed Positions in Q3 2025

Fidelis Capital Partners, LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11.4K
+ 4.78%
$202.38 - $256.87 $2.31M - $2.94M
251K $63.8B
NVDA
Nvidia Corp

Technology
36.3K
+ 13.72%
$153.3 - $186.58 $5.56M - $6.76M
300K $56.1B
GOOGL
Alphabet Inc.

Communication Services
7.67K
+ 7.63%
$174.36 - $254.72 $1.34M - $1.95M
108K $26.3B
AVGO
Broadcom Inc.

Technology
11.7K
+ 23.42%
$264.74 - $369.57 $3.09M - $4.32M
61.6K $20.3B
ORCL
Oracle Corp

Technology
12.3K
+ 64.12%
$218.96 - $328.33 $2.69M - $4.03M
31.4K $8.84B
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 1.35%
$175.16 - $255.24 $177K - $258K
76.2K $18.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.63K
+ 2.2%
$620.67 - $670.08 $1.01M - $1.09M
75.8K $50.7B
JPM
Jpmorgan Chase & CO

Financial Services
6.04K
+ 10.24%
$282.78 - $316.06 $1.71M - $1.91M
65K $20.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
134
+ 0.14%
$617.65 - $666.84 $82.8K - $89.4K
95.2K $63.4B
GE
General Electric CO

Industrials
9.89K
+ 113.06%
$244.75 - $305.63 $2.42M - $3.02M
18.6K $5.6B
GLD
Spdr Gold Trust

ETFs
898
+ 1.75%
$300.96 - $355.47 $270K - $319K
52.2K $18.5B
WMB
Williams Companies, Inc.

Energy
38.3K
+ 132.1%
$56.52 - $64.01 $2.16M - $2.45M
67.2K $4.26B
RTX
Raytheon Technologies Corp

Industrials
13.6K
+ 100.91%
$144.19 - $167.33 $1.96M - $2.27M
27.1K $4.53B
MSFT
Microsoft Corp

Technology
5.83K
+ 5.67%
$491.09 - $535.64 $2.87M - $3.12M
109K $56.3B
BAC
Bank Of America Corp

Financial Services
19.8K
+ 9.62%
$44.92 - $52.42 $890K - $1.04M
226K $11.6B
BX
Blackstone Inc.

Financial Services
12.2K
+ 97.09%
$152.77 - $188.68 $1.86M - $2.3M
24.7K $4.22B
APP
App Lovin Corp

Technology
2.31K
+ 192.67%
$335.1 - $718.54 $775K - $1.66M
3.52K $2.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.3K
+ 8.94%
$459.11 - $506.91 $1.05M - $1.16M
28K $14.1B
ABBV
Abb Vie Inc.

Healthcare
3.95K
+ 13.92%
$184.85 - $231.54 $730K - $915K
32.3K $7.48B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
201
+ 0.35%
$567.77 - $614.76 $114K - $124K
57.7K $35.3B
QCOM
Qualcomm Inc

Technology
8.28K
+ 37.44%
$145.84 - $173.55 $1.21M - $1.44M
30.4K $5.06B
LMT
Lockheed Martin Corp

Industrials
2.33K
+ 41.0%
$410.74 - $499.21 $956K - $1.16M
8K $3.99B
Ge Vernova Inc
2.67K
+ 112.52%
N/A
5.04K $3.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.1K
+ 8.59%
$62.09 - $66.51 $936K - $1M
191K $12.4B
AMZN
Amazon Com Inc

Consumer Cyclical
7.77K
+ 7.44%
$211.65 - $238.24 $1.65M - $1.85M
112K $24.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 0.02%
$420.11 - $472.68 $4.2K - $4.73K
53.7K $25.2B
GS
Goldman Sachs Group Inc

Financial Services
1.03K
+ 14.14%
$696.56 - $806.32 $720K - $834K
8.35K $6.65B
HD
Home Depot, Inc.

Consumer Cyclical
2.73K
+ 20.94%
$357.4 - $423.42 $975K - $1.16M
15.8K $6.39B
JNJ
Johnson & Johnson

Healthcare
4.62K
+ 14.1%
$155.17 - $185.42 $716K - $856K
37.3K $6.92B
UNH
Unitedhealth Group Inc

Healthcare
1.01K
+ 11.64%
$237.77 - $353.61 $239K - $356K
9.65K $3.33B
CAT
Caterpillar Inc

Industrials
1.45K
+ 14.17%
$390.92 - $477.15 $568K - $693K
11.7K $5.58B
SAMT
Advisors Inn.Circle Fd Iii Str
26.4K
+ 20.84%
$33.7 - $37.35 $889K - $986K
153K $5.7B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.68K
+ 206.98%
$224.68 - $282.71 $826K - $1.04M
5.46K $1.52B
PANW
Palo Alto Networks Inc

Technology
1.58K
+ 6.31%
$167.06 - $208.19 $264K - $329K
26.7K $5.43B
ET
Energy Transfer LP

Energy
63K
+ 150.25%
$17.11 - $18.16 $1.08M - $1.14M
105K $1.8B
KLAC
Kla Corp

Technology
326
+ 9.43%
$843.9 - $1078.6 $275K - $352K
3.78K $4.08B
EMR
Emerson Electric CO

Industrials
7.88K
+ 91.43%
$128.6 - $149.63 $1.01M - $1.18M
16.5K $2.16B
NOC
Northrop Grumman Corp

Industrials
1.6K
+ 99.94%
$498.9 - $609.32 $797K - $973K
3.2K $1.95B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.48K
+ 2.89%
$108.46 - $120.63 $269K - $299K
88.3K $10.5B
HOOD
Robinhood Markets, Inc.

Technology
5.6K
+ 119.37%
$91.27 - $143.18 $511K - $802K
10.3K $1.47B
MU
Micron Technology Inc

Technology
104
+ 0.63%
$104.88 - $168.89 $10.9K - $17.6K
16.5K $2.76B
META
Meta Platforms, Inc.

Communication Services
2.58K
+ 10.22%
$695.21 - $791.73 $1.79M - $2.04M
27.8K $20.4B
IBM
International Business Machines Corp

Technology
2.39K
+ 27.01%
$234.77 - $292.47 $561K - $698K
11.2K $3.17B
CAH
Cardinal Health Inc

Healthcare
5.92K
+ 296.0%
$146.04 - $167.63 $865K - $993K
7.92K $1.24B
BK
Bank Of New York Mellon Corp

Financial Services
8.2K
+ 214.25%
$90.65 - $109.75 $743K - $899K
12K $1.31B
ABT
Abbott Laboratories

Healthcare
6.24K
+ 30.75%
$120.51 - $136.62 $752K - $853K
26.5K $3.55B
GD
General Dynamics Corp

Industrials
2.44K
+ 193.66%
$293.92 - $341.0 $718K - $833K
3.71K $1.26B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.45K
+ 35.54%
$404.94 - $499.99 $586K - $724K
5.52K $2.68B
ITW
Illinois Tool Works Inc

Industrials
3.2K
+ 88.25%
$252.31 - $269.41 $807K - $862K
6.82K $1.78B
Activity Summary
Buys All Purchases 327 New Holdings 51 Increased Positions 276 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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